Geneos Wealth Management’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $625K | Sell |
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|
2025
Q2 | $774K | Sell |
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|
2025
Q1 | $1.53M | Buy |
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|
2024
Q4 | $366K | Sell |
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|
2024
Q3 | $372K | Buy |
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|
2024
Q2 | $237K | Buy |
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|
2024
Q1 | $243K | Buy |
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|
2023
Q4 | $53.8K | Buy |
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|
2023
Q3 | $42.4K | Hold |
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|
2023
Q2 | $41.5K | Hold |
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|
2023
Q1 | $42.2K | Sell |
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|
2022
Q4 | $140K | Sell |
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|
2022
Q3 | $130K | Sell |
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|
2022
Q2 | $472K | Sell |
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|
2022
Q1 | $516K | Sell |
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|
2021
Q4 | $556K | Buy |
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|
2021
Q3 | $537K | Buy |
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|
2021
Q2 | $480K | Sell |
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|
2021
Q1 | $563K | Sell |
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|
2020
Q4 | $738K | Buy |
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|
2020
Q3 | $369K | Sell |
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|
2020
Q2 | $466K | Buy |
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|
2020
Q1 | $378K | Sell |
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|
2019
Q4 | $610K | Sell |
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|
2019
Q3 | $617K | Sell |
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|
2019
Q2 | $607K | Sell |
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|
2019
Q1 | $585K | Hold |
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|
2018
Q4 | $510K | Hold |
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|
2018
Q3 | $613K | Sell |
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|
2018
Q2 | $625K | Sell |
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|
2018
Q1 | $671K | Sell |
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|
2017
Q4 | $756K | Buy |
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|
2017
Q3 | $510K | Hold |
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|
2017
Q2 | $491K | Buy |
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|
2017
Q1 | $452K | Sell |
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|
2016
Q4 | $413K | Sell |
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|
2016
Q3 | $411K | Sell |
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|
2016
Q2 | $416K | Sell |
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|
2016
Q1 | $414K | Buy |
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